GI
DIAX

Gradient Investments’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Gradient Investments’s Portfolio DIAX Stock Details DIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-510
Closed -$9K – 1120
2019
Q4 		$9K Buy
+510
New +$9.08K ﹤0.01% 714
2019
Q3 		– Sell
-296
Closed -$5K – 1127
2019
Q2 		$5K Buy
+296
New +$5.22K ﹤0.01% 763

Other funds holding DIAX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments's DIAX Position: Q1 2020 in Review

Gradient Investments sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2020, closing a stake of 510 shares — an estimated $9K sold.

Gradient Investments first reported a position in DIAX in Q2 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 84 funds tracked by Wall St. Rank hold DIAX as of Q1 2020.

  • Gradient Investments reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2020 after selling out during the quarter.
  • Gradient Investments sold 510 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2020, an estimated $9K.
  • Gradient Investments first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2019 and held it in 2 quarters.
  • Gradient Investments's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $9K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2020.

Based on Gradient Investments's 13F filing for Q1 2020, filed 7 Apr 2020.